Historical financial reporting tells you where the business has been. Financial planning and analysis helps you understand where it could be going – and what may influence the journey.
Finex provides FP&A services that help businesses connect financial data with budgets, forecasts, cash-flow planning, financial models and performance analysis.
Our offshore FP&A professionals can work alongside your CFO, Finance Director or internal finance team to provide additional analytical capacity without requiring you to build every FP&A capability in-house.
Businesses need accurate historical information, but leadership teams also need to understand what may happen next. As organisations grow, financial decisions become increasingly connected to revenue expectations, costs, cash requirements, investment plans and changing business conditions.
Limited Forward Visibility Historical reports alone do not show how current trends and assumptions may affect future financial performance.
Outdated Forecasts Plans based on old assumptions may become less useful as trading conditions and business priorities change.
Disconnected Budgets Budgets can lose value when they are created annually but not connected to ongoing business performance.
Spreadsheet Dependency Complex manual models can become difficult to maintain, review and update as organisations grow.
Cash-Flow Uncertainty Limited forward-looking cash information can make it harder to anticipate periods of pressure or changing funding requirements.
Slow Scenario Analysis Management may struggle to assess the potential financial impact of alternative business decisions quickly.
Limited Performance Insight Reporting what happened without analysing drivers can make it difficult to understand why results differ from expectations.
Pressure on Senior Finance Teams CFOs and Finance Directors can spend significant time preparing analysis instead of using it to support strategic decisions.
From regular forecasting to scenario analysis, we help turn financial information into forward-looking insight that supports better-informed business decisions.
Turn revenue, cost and operational assumptions into an agreed financial plan.
Refresh expected performance as actual results and assumptions change.
Build forward visibility over expected receipts, payments and cash requirements.
Explore how different assumptions could affect financial outcomes.
Compare base, upside and downside cases before decisions are made.
Connect actual results with budgets, forecasts and the drivers behind variances.
Budgets establish expectations. Forecasts help those expectations evolve as actual performance and business conditions change. Finex can provide budgeting and forecasting services designed around your reporting structure and planning requirements.
A stronger budgeting and forecasting process keeps financial plans connected to the way the business is actually performing.
Finex’s financial forecasting services can help businesses maintain a structured view of expected financial performance using available historical information and agreed forward-looking assumptions.
Forecasts are not guarantees of future performance. They are structured planning tools built around available information and assumptions.
Profitability and liquidity are different. A business can report profits while still experiencing periods of cash pressure. Finex provides cash flow forecasting services that can help finance teams develop greater forward visibility over expected cash movements.
Estimate expected cash receipts using available receivables, revenue and other relevant information.
Organise expected supplier payments, operating expenditure and other relevant cash requirements.
Assess how different assumptions could affect the projected cash position.
Cash-flow forecasts are based on assumptions and available information and should be reviewed as conditions change.
Financial models allow management teams to explore how different assumptions could affect financial outcomes. Finex’s financial modelling services can support structured models built around agreed business questions and available information.
Connect relevant profit and loss, balance-sheet and cash-flow assumptions within a structured financial model.
Analyse how changes in pricing, volumes, customers or other relevant drivers may influence revenue.
Understand how operating costs could change under different assumptions or business scenarios.
Assess how changes in revenue, costs and margins may influence projected profitability.
Model potential cash movements across different assumptions and planning periods.
Compare alternative assumptions to understand a range of possible financial outcomes.
FP&A is not only about forecasting. It also connects actual performance with budgets and previous forecasts to help management understand where results differ from expectations. Finex can support:
Compare current financial performance against agreed budget targets.
Understand how actual results differ from previous financial projections.
Identify meaningful differences between expected and actual revenue.
Highlight operating expenses that differ materially from the plan.
Review movements in margins and relevant underlying financial drivers.
Compare performance across periods to identify patterns and changes.
Highlight material financial movements that warrant management attention.
Organise relevant information around significant variances to support management review.
Strategic decisions, commercial assumptions, investment decisions, risk decisions, final budget approval and business ownership remain with authorised internal decision-makers.
Management remains responsible for determining business strategy and priorities.
Your organisation determines the assumptions used in important business plans.
Capital allocation and investment decisions remain with authorised decision-makers.
Leadership retains responsibility for business risk and strategic responses.
Internal management retains authority over approved budgets.
Your leadership team remains accountable for business outcomes.
Introduce more structured budgeting, forecasting and financial analysis as the organisation becomes more complex.
Add analytical capacity so senior finance leaders can spend more time interpreting information and supporting business decisions.
Extend existing planning and analysis capabilities without necessarily building every FP&A role internally.
Support high-volume accounting activity, reconciliations, ledger maintenance and multi-entity finance processes.
Develop more consistent planning and forecasting processes across relevant entities, divisions or business units.
Extend your finance team’s planning and analytical capability without building every FP&A position internally.
Introduce structured planning and analysis while keeping scope, responsibilities, assumptions and approvals clearly defined.
Review the finance environment, reporting, planning cycles, budgets, forecasts, models and requirements.
Define FP&A activities, outputs, responsibilities, data requirements and review routines.
Work with agreed financial information, models, systems and internal finance stakeholders.
Support budgeting, forecasting, modelling, variance analysis and FP&A reporting.
Adapt models, forecasts and reporting as performance, assumptions and requirements change.
READY TO BUILD FORWARD-LOOKING CAPACITY?
Our teams work across leading cloud accounting and practice-management platforms.
Accounting Professionals
Years Experience
UK Clients Supported
Global Offices
Staff Cost Savings
Client Retention
Accounting outsourcing is the use of an external accounting team to perform defined accounting activities on behalf of a business. This can include bookkeeping, ledger maintenance, reconciliations, month-end support and other ongoing accounting processes.
Bookkeeping outsourcing involves assigning routine bookkeeping activities to an external team. Depending on the engagement, this may include transaction recording, ledger maintenance, account coding, bank postings and supporting accounting schedules.
Businesses can outsource individual activities or broader parts of their accounting function, including bookkeeping, general ledger accounting, bank reconciliations, balance-sheet reconciliations, journals and month-end accounting support.
Bookkeeping focuses primarily on maintaining accurate financial records and recording transactions. Accounting builds on those records through reconciliations, adjustments, period-end processes, reporting and financial analysis.
Yes. Businesses can outsource a specific process such as bookkeeping or reconciliation while retaining the rest of their accounting and finance activities internally.
Finex can structure support around individual accounting professionals, dedicated teams or wider managed finance operations depending on the client's requirements.
The delivery model can be structured around the client's existing accounting systems, processes and reporting environment, subject to the requirements of the engagement.
Yes. Outsourced accounting support can include ledger reviews, reconciliations, journals, accrual and prepayment support, supporting schedules and other agreed month-end activities.
Yes. One of the advantages of an outsourced model is the ability to increase accounting capacity as transaction volumes, entities and reporting requirements grow.
Accounting outsourcing can refer to outsourcing specific processes or accounting activities. A dedicated offshore accountant is an individual resource who works more consistently as an extension of the client's finance team.
Bookkeeping and reconciliations create the underlying accounting records needed for management reporting. Finex can extend the service into management accounting and reporting where a business requires additional support.
